SiegeAMSSiege Technology Solutions
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Related Products
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About
With its integrated features and functionality, AgencyOrganizer exceeds expectations by providing cost effectiveness, security, and customizability in all areas of operations. AgencyOrganizer's effectiveness ranges from linear integration of data to pioneering effective Agency Management procedures that aid agencies with organization and the ability to earn higher profits and increased market share. AgencyOrganizer is able to store all of the documents for the user’s cases and associates. From emails to scanned documents, AgencyOrganizer allows the user to keep track of every document that is vital for recordkeeping, without the clutter and possible loss of hardcopies of documents. Not only will AgencyOrganizer track your documents, the application also has the ability to keep records of any notes, phone calls, appointments, and more. AgencyOrganizer can also organizer your time with its built in calendar and task tracking features.
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About
Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agencies and businesses interested in a solution to manage their insurance operations
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Audience
Agencies and companies seeking an agency management system to monitor employees, create reports, analyze data, and streamline recruiting processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgencyOrganizer
www.agencyorganizer.com
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Company InformationSiege Technology Solutions
United States
www.siegeams.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
No info available.
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Integrations
No info available.
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